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UTICA MUTUAL INSURANCE COMPANY

EIN 15-0476880-insurance-Latest filing 2025
Plans
4
Retirement
2
$722.8M assets
Welfare
2
$2.4M premiums
Participants
4,953
180 GENESEE STREET - NEW HARTFORD, NY 13413315-734-2221LinkedIn1-10 employeesinsurance
Plans on this EIN
4 filings
#002TraditionalDB-$375.0M - 1,274 part#001401k-$347.8M - 1,994 part#503Mixed-$2.4M - 1,345 lives#525Mixed-$48K - 186 lives

Retirement portfolio analytics

2 plans aggregated / $722.8M assets / 3,268 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • MUTUAL INSURANCE COMPANY (#002)52%
  • AND INVESTMENT PLAN (#001)48%
Total $722.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
52%top
  • (Not disclosed)52%
  • THE VANGUARD GROUP, INC.48%
Total $722.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND INVESTMENT PLAN (#001)1,994
  • MUTUAL INSURANCE COMPANY (#002)1,274
Total 3,268Click row to drill in

Benefits portfolio analytics

2 plans / $2.4M premiums / 1,531 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$877K
  • Life$759K
  • Long-term disability$490K
  • Other$309K
  • Vision$250K
Total $2.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY51%
  • BLUE CROSS OF CALIFORNIA28%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
  • METROPOLITAN LIFE INSURANCE COMPANY10%
  • VIA BENEFITS0%
  • +1 more
Total $2.4M6 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • WILLIS TOWERS WATSON US LLC53%
  • LAWLEY BENEFITS GROUP LLC47%
  • LIAZON BENEFITS INC-0%
Total $199K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

RETIREMENT INCOME PLAN OF UTICA MUTUAL INSURANCE COMPANY

TraditionalDB

Assets$375.0M
Participants1,274
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

UTICA MUTUAL INSURANCE COMPANY EMPLOYEE PROFIT SHARING AND INVESTMENT PLAN

401k

Assets$347.8M
Participants1,994
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

UTICA MUTUAL INSURANCE COMPANY EMPLOYEE BENEFITS PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$2.4M
Covered lives1,345
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#525

UTICA MUTUAL INSURANCE COMPANY RETIREE HEALTH PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$48K
Covered lives186
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002RETIREMENT INCOME PLAN OF UTICA MUTUAL INSURANCE COMPANYTraditionalDB$375.0M1,2742024
001UTICA MUTUAL INSURANCE COMPANY EMPLOYEE PROFIT SHARING AND INVESTMENT PLAN401k$347.8M1,9942024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503UTICA MUTUAL INSURANCE COMPANY EMPLOYEE BENEFITS PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$2.4M1,3452025
525UTICA MUTUAL INSURANCE COMPANY RETIREE HEALTH PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$48K1862025
Retirement plans
Welfare plans
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